Reports To:
Head of Distribution
Company Overview
Trilogy Funds is one of Australia’s leading fund managers and financiers of property-based investments. When it comes to property-based investing, we take things personally. We’ve been building wealth together with Australian investors, advisers, developers and brokers for over 25 years. For us, building wealth together means fostering tailored, personal interactions. It means delivering:
• Better outcomes for investors
• Better construction and development finance solutions
• Better opportunities for our team and suppliers.
• Sustainable growth in the Australian property and investment sectors.
Organisational Values
Collaboration
We bring the best people together and work collectively to achieve our goals.
We value the opinions and input of all our team members.
We help our team members, business partners, investors, and borrowers.
Integrity
We are fair, open, honest, and transparent.
We do what we say we’ll do.
We understand and take our role as custodians of our investors’ funds and borrowers’ loans seriously.
We take accountability and responsibility for our actions.
Excellence
We are driven to go above and beyond to deliver the best outcomes for our stakeholders.
We foster and celebrate innovation and continuous improvement – we will always look for a better way to do what we do.
We accept feedback as an important way to improve.
Respect
Through our words and actions, we respect everyone equally and aim to be a positive role model for our people, our investors, our borrowers, our business partners and the communities and environments in which we operate
Job Summary:
The right candidate will have a proven history of success in capital raising and stakeholder management, with the ability to engage directly with external adviser networks to promote Trilogy’s product offerings.
Key Responsibilities and Accountabilities:
- Researching target markets and identifying potential leads.
- Marketing to prospective Advisers, Investors and Dealer Groups.
- Attending networking events and hosting Client Functions.
- Keeping abreast of market trends, product information, industry knowledge and current affairs.
- Developing and implementing new business strategies.
- Participating in sales training and professional development as required.
- Presenting to small and large audiences both internally and externally.
Experience Required:
Suitable candidates will possess a demonstrated background in the above areas with a driven and proactive approach to lead generation. Experience within property, financial services (e.g. lending, banking or funds management), would be preferred.